+80.3%
IVV vs ASX
+366.1%
-285.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.6% | -6.3% | +0.7% |
| 7D | +0.1% | -12.3% | +12.4% | +2.1% |
| 30D | -3.3% | -26.0% | +22.7% | +1.4% |
| 3M | -2.4% | -8.1% | +5.7% | -2.2% |
| 6M | +2.6% | +1.4% | +1.2% | -1.3% |
| YTD | +11.3% | +115.6% | -104.3% | -11.7% |
| 1Y | +13.4% | +128.0% | -114.6% | -11.4% |
| 3Y | +80.3% | +371.4% | -291.1% | +9.0% |
| All | +80.3% | +366.1% | -285.8% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ASX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling